Sl. No | Change Request | Audience |
1 | Additional field in DN to capture updated date (delivery document) | P&L |
2 | Customer Notification - WA and Mail | P&L |
3 | Transactional sales changes | Transactional sales |
1.) Additional field in DN to capture updated date (delivery document)
- Added New Field in Delivery Scheduling --> DN Details Tab (Transaction Date).
- Act. Delivery Date will be disabled until DN Status is changed as Completed.
- Transaction Date will fetch the Current Date, while Act. Delivery Date can be entered according to user's wish.
2) Customer Notification - WA and Mail
- Under Notification Tab in IO Management segregated into 2 tab Notification and LDD.
- Screen-> PL - Customer Notification
- Provided a new screen for WhatsApp and email notification to customer.
3) Transactional sales changes
- Removed TS executive tab for Dipa
- Install base details related to that particular ‘Sold to’ is added.
- Removed ‘Deal Active’ , Enquiry Dropped from Successful calls and instead added Prospect in Pipeline
- Department and Install base is added in import Call report list.
- Outcome remarks has last 4 remarks of that particular IR number in grid and
- Order by transactional sales employees and Inactive employees
- Added All Calls column before Success% in view by campaign grid.
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